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iShares Morningstar Multi-Asset Income ETF (IYLD) Institutional Ownership

iShares Morningstar Multi-Asset Income ETF logo
$20.74 +1.27 (+6.52%)
As of 07/3/2025 01:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Morningstar Multi-Asset Income ETF (BATS:IYLD)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$563.59K
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$390.81K
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IYLD Institutional Buying and Selling by Quarter

iShares Morningstar Multi-Asset Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025NewEdge Advisors LLC3,484$70K0.0%+77.9%0.060%
4/17/2025Janney Montgomery Scott LLC10,076$202K0.0%-21.5%0.174%
2/17/2025Ameriprise Financial Inc.15,042$293K0.0%+45.7%0.253%
2/14/2025IHT Wealth Management LLC13,635$266K0.0%-44.9%0.229%
2/12/2025JPMorgan Chase & Co.23,614$460K0.0%-2.8%0.397%
2/10/2025Farther Finance Advisors LLC3,843$75K0.0%-53.9%0.065%
2/6/2025Jones Financial Companies Lllp3,492$68K0.0%+688.3%0.059%
1/17/2025Janney Montgomery Scott LLC12,828$250K0.0%-7.0%0.216%
11/25/2024Wilmington Savings Fund Society FSB6,604$136K0.0%N/A0.111%
11/15/2024IHT Wealth Management LLC24,726$511K0.0%+83.9%0.416%
7/15/2024Fifth Third Securities Inc.15,150$301K0.0%+4.2%0.255%
10/24/2023Cambridge Investment Research Advisors Inc.35,248$671K0.0%-2.0%0.500%
8/4/2023Parallel Advisors LLC6,250$122K0.0%-44.4%0.089%
7/26/2023Janney Montgomery Scott LLC16,707$326K0.0%-4.4%0.235%
7/13/2023Cambridge Investment Research Advisors Inc.35,957$702K0.0%-3.4%0.506%
4/28/2023Janney Montgomery Scott LLC17,484$337K0.0%-3.8%0.243%
4/25/2023Parallel Advisors LLC11,250$217K0.0%N/A0.156%
2/10/2023CoreCap Advisors LLC1,792$34K0.0%N/A0.000%
2/8/2023Cambridge Investment Research Advisors Inc.48,116$913K0.0%-6.5%0.000%
2/1/2023Janney Montgomery Scott LLC18,183$345K0.0%-34.0%0.000%
1/25/2023Mayflower Financial Advisors LLC19,657$373K0.0%-27.7%0.000%
1/17/2023FSC Wealth Advisors LLC2,303$44K0.1%N/A0.000%
11/14/2022Kovack Advisors Inc.17,415$320K0.0%+7.7%0.000%
10/25/2022Janney Montgomery Scott LLC27,532$505K0.0%+40.0%0.000%
10/17/2022Cambridge Investment Research Advisors Inc.51,458$945K0.0%-8.4%0.000%
8/11/2022CoreCap Advisors LLC1,792$36K0.0%N/A0.000%
8/8/2022Baird Financial Group Inc.21,418$425K0.0%N/A0.000%
8/3/2022Janney Montgomery Scott LLC19,671$390K0.0%-64.9%0.000%
8/2/2022CX Institutional10,807$215K0.0%-4.9%0.000%
7/15/2022Mayflower Financial Advisors LLC27,248$540K0.1%-7.1%0.000%
7/13/2022Cambridge Investment Research Advisors Inc.56,149$1.11M0.0%-1.4%0.000%
5/4/2022Janney Montgomery Scott LLC56,053$1.25M0.0%-7.0%0.000%
2/10/2022Confluence Wealth Services Inc.1,212$29K0.0%N/A0.000%
2/8/2022Retirement Planning Co of New England Inc.4,120$99K0.0%N/A0.000%
2/3/2022Cambridge Investment Research Advisors Inc.60,663$1.46M0.0%-6.2%0.000%
1/27/2022Janney Montgomery Scott LLC60,302$1.45M0.0%+141.6%0.000%
1/19/2022AdvisorNet Financial Inc18,320$440K0.0%+3.4%0.000%
1/18/2022Kovack Advisors Inc.21,865$525K0.1%-7.9%0.000%
1/7/2022Future Financial Wealth Managment LLC2,000$48K0.0%N/A0.000%
11/12/2021OLD Mission Capital LLC34,915$836K0.0%+310.1%0.000%
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11/12/2021PSI Advisors LLC1,170$28K0.0%N/A0.000%
11/10/2021CX Institutional46,068$1.10M0.1%+367.1%0.000%
11/2/2021Cambridge Investment Research Advisors Inc.64,668$1.55M0.0%-10.3%0.000%
10/29/2021Janney Montgomery Scott LLC24,960$598K0.0%+3.8%0.000%
10/15/2021AdvisorNet Financial Inc17,720$424K0.0%-5.3%0.000%
10/6/2021IFP Advisors Inc2,808$75K0.0%-16.8%0.000%
8/13/2021Steward Partners Investment Advisory LLC8,534$206K0.0%-9.4%0.000%
8/13/2021OLD Mission Capital LLC8,514$206K0.0%-47.4%0.000%
8/10/2021Cambridge Investment Research Advisors Inc.72,096$1.74M0.0%+7.5%0.000%
7/29/2021Kovack Advisors Inc.23,720$574K0.1%-16.6%0.000%
5/18/2021Flow Traders U.S. LLC13,122$307K0.0%N/A0.000%
5/17/2021Ameriprise Financial Inc.91,548$2.14M0.0%-25.4%0.000%
(Data available from 1/1/2016 forward)

IYLD Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYLD shares?

During the previous two years, 11 institutional investors and hedge funds held shares of iShares Morningstar Multi-Asset Income ETF. The most heavily invested institutionals were Cambridge Investment Research Advisors Inc. ($671K), JPMorgan Chase & Co. ($460K), Fifth Third Securities Inc. ($301K), Ameriprise Financial Inc. ($293K), IHT Wealth Management LLC ($266K), Janney Montgomery Scott LLC ($202K), and Wilmington Savings Fund Society FSB ($136K).Learn more on iShares Morningstar Multi-Asset Income ETF's institutional investors.

Which institutional investors have been buying iShares Morningstar Multi-Asset Income ETF's stock?

The following institutional investors have purchased iShares Morningstar Multi-Asset Income ETF's stock in the last 24 months: IHT Wealth Management LLC ($11.28K), Wilmington Savings Fund Society FSB ($6.60K), Ameriprise Financial Inc. ($4.72K), Jones Financial Companies Lllp ($3.05K), NewEdge Advisors LLC ($1.53K), and Fifth Third Securities Inc. ($611.00).

How much institutional buying is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have bought a total of 27,786 shares in the last 24 months. This purchase volume represents approximately $563.59K in transactions.

Which of iShares Morningstar Multi-Asset Income ETF's major shareholders have been selling company stock?

The following institutional investors have sold iShares Morningstar Multi-Asset Income ETF stock in the last 24 months: IHT Wealth Management LLC ($11.09K), Farther Finance Advisors LLC ($4.49K), Janney Montgomery Scott LLC ($3.71K), and JPMorgan Chase & Co. ($680.00).

How much institutional selling is happening at iShares Morningstar Multi-Asset Income ETF?

Institutional investors have sold a total of 19,970 shares in the last 24 months. This volume of shares sold represents approximately $390.81K in transactions.


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This page (BATS:IYLD) was last updated on 7/5/2025 by MarketBeat.com Staff
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